SMSFundamentals

SMSFundamentals is an ongoing feature series dedicated to providing SMSF trustees with valuable news, investment ideas and services, in line with SMSF requirements and obligations. Apart from specific SMSF-oriented insights and articles that can assist SMSF investment strategy, this section also includes practical tips and insights from registered experts.

Latest Stories

Australians can boost their super by around $245,000, on average, between the ages of 35 and 65 simply by moving from a super fund charging investment fees of 0.5% per year instead of 1.5% per year, says the 2022 Fat Cat Funds Report

Oct 19 2022

Exchange Traded Products (ETPs) are one of the major investment options for investors on the ASX that offer exposure to numerous asset classes and investment styles

Oct 13 2022


Africa collectively is one of the fastest growing economies in the world, and a growing number of African ETFs is providing opportunity for investors

Sep 28 2022

The financial services landscape in Australia is changing with recent research showing a swing toward not-for-profit funds, while the popularity of managed accounts continues to rise

Jun 07 2022


Previous Stories

SMSFundamentals: Regulation Impacts On Super Fund Strategies

Apr 07 2022

Super funds may consider new investment alternatives in a bid to outperform an annual performance test


SMSFundamentals: Super-Sized – Observations From A Private Investor

Nov 24 2021

SMSFundamentals is an ongoing feature series dedicated to providing SMSF trustees with valuable news, investment ideas and services, in line…


SMSFundamentals: The Basics Of Portfolio Construction

Nov 03 2021

Many an investment portfolio suffers from a lack of structure and/or a well-thought out strategy. The FNArena Editor shares his own insights via the experience with the All-Weather Model Portfolio


SMSFundamentals: Record Growth In ETF Markets

Oct 14 2021

The month of September was the weakest for equities this year, but that did not stop investors piling into ETFs both domestic and international, equity and fixed income.


SMSFundamentals: Are Traditional Retiree Income Strategies Flawed?

Jul 20 2021

Martin Currie Australia argues that a focus on equity-based investment solutions that solve a client’s income needs is more important than ever in a post covid world


SMSFundamentals: Pandemic Widens Super Gap

Apr 28 2021

Women and young workers are being encouraged to focus on rebuilding their super after early release super payments throughout the covid-19 pandemic have widened the gender super gap


SMSFundamentals: What’s The Minimum Required To Run Your SMSF?

Nov 26 2020

SMSFundamentals is an ongoing feature series dedicated to providing SMSF trustees with valuable news, investment ideas and services, in line…


SMSFundamentals: Diversified ETFs Continue to Surge

Sep 16 2020

Australian exchange traded funds posted a record in August as the product of choice for investors wishing to capture exposure to a more flexible investment product.


SMSFundamentals: Opportunity Knocks At Corporate Bond Door

Jul 15 2020

As low interest rates have underpinned borrowing, corporate debt issuance has surged and, Janus Henderson Investors highlights, these instruments can provide more certain returns compared with shares


SMSFundamentals: Australians Largely Uninformed About Their Super

Jun 23 2020

Australian super accounts have taken massive hits throughout the coronavirus pandemic highlighting the lack of knowledge the average Australian has about how their super fund works.